59 North Capital Management as of Sept. 30, 2023
Portfolio Holdings for 59 North Capital Management
59 North Capital Management holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aercap Holdings Nv SHS (AER) | 20.8 | $180M | 2.9M | 62.67 | |
| Constellation Energy (CEG) | 13.5 | $117M | 1.1M | 109.08 | |
| Ferguson SHS (FERG) | 9.4 | $81M | 492k | 164.47 | |
| News Corp Cl A (NWSA) | 9.4 | $81M | 4.0M | 20.06 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 9.3 | $81M | 546k | 147.91 | |
| American Homes 4 Rent Cl A (AMH) | 9.0 | $78M | 2.3M | 33.69 | |
| Knife River Corp Common Stock (KNF) | 8.6 | $74M | 1.5M | 48.83 | |
| Msc Indl Direct Cl A (MSM) | 8.2 | $71M | 720k | 98.15 | |
| MDU Resources (MDU) | 4.1 | $36M | 1.8M | 19.58 | |
| News Corp CL B (NWS) | 3.9 | $34M | 1.6M | 20.87 | |
| Axalta Coating Sys (AXTA) | 3.8 | $32M | 1.2M | 26.90 |
